Knowledge Base

Users & Permissions

BrightDoor Central now allows you to merge two contacts; including contact information, notes, activities, and product ownership from two separate contacts records into one contact record. For example, a common merge would be to combine one contact saved as a shortened name (i.e. Frank) to the other contact saved Read more

BrightDoor Central allows administrators to designate access for users within the organization based on their role. For example, a sales manager might have access to all prospects where a sales executive has access to only his/her prospects. BrightDoor Central has industry standard roles; however, administrators may create roles specific to your Read more

The Users section allows you to add new users to your system, reset a password, change someone’s role group, or deactivate an existing user. To access this section, first select Setup in the upper right corner, then BrightDoor Central Users. Search for a user by using the search Read more